Lifeworks Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History
Lifeworks Advisors, LLC
- $539 Million
- Q4 2024
A detailed history of Lifeworks Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 10,895 shares of VTEB stock, worth $551,940. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,895
Previous 9,605
13.43%
Holding current value
$551,940
Previous $491,000
11.2%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding VTEB
# of Institutions
1,299Shares Held
530MCall Options Held
22.3KPut Options Held
83.8K-
Jpmorgan Chase & CO New York, NY78.7MShares$3.99 Billion0.32% of portfolio
-
Northwestern Mutual Wealth Management CO33.6MShares$1.7 Billion1.43% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA32.7MShares$1.66 Billion0.31% of portfolio
-
Creative Planning Overland Park, KS25.1MShares$1.27 Billion1.23% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL20.8MShares$1.05 Billion0.39% of portfolio